Hi, my name is Chris Kline, Portfolio Manager for Capstone Wealth Management. Our firm actively manages over $100,000,000 of client assets who range in age from teenagers to retirees well into their 80’s.
One major difference that you’ll quickly notice in listening to any of my radio shows and podcasts is that I don’t subscribe to “narrative” based (chasing the headlines) and passive (60/40) forms of investing. History shows those forms of passive investing don’t best protect you from major losses during debilitating bear markets. Instead, I’m a student of Risk Management where we focus on implementing a disciplined process based on Growth and Inflation through the lens of the Rates of Change (RoC) of high frequency data giving us the capability of “front running” changes in monetary policy.
I employ a “go anywhere” strategy of asset management, meaning we are not confined to the Wall Street staple of 60/40 in US stocks and bonds. Instead, we invest in whatever asset class (stocks – domestic/foreign, bonds, commodities, currencies and crypto) the economic cycle is treating best.
The old “buy and hold” or “buy the dip at all times” methodology doesn’t really have your best interests at heart! Make no mistake, Wall Street is in the business of selling you stock, NOT helping you manage your money, and certainly not helping you PROTECT your money. When was the last time you heard any Wall Street analyst on any major financial news network telling you to sell something BEFORE it falls?
At Capstone Wealth Management, our focus is to help you protect AND grow your hard-earned capital. We do this by employing a multi-factor, multi-durational modeling system that uses different forms of AI and machine learning tools to help see market “flows”. The power of AI and machine learning allows for a broadly back-tested system of identifying the best asset allocations for the economic cycle that we are in, allowing you to be a real full-cycle investor.
Ready for a better way? Great…you’ve found the right spot. Come join our family!
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